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Showing 1301 - 1310 of 4096 results for "Financial planning"

For Stanford Brown, life begins at 30

MICHELLE BALTAZAR  |  THURSDAY, 9 NOV 2017
Sydney-based financial planning group Stanford Brown doesn't do things by halves. On the eve of its 30th anniversary, it announced a string of initiatives that sets it apart from traditional advice businesses. Last month Stanford Brown marked its 30 ...

Former BBY adviser cops 10-year ban

KARREN VERGARA  |  WEDNESDAY, 8 NOV 2017
... to appeal to the Administrative Appeals Tribunal to review ASIC's decision. Meanwhile, former Commonwealth Financial Planning financial adviser Ricky David Gillespie pleaded guilty to forging 33 client documents and is due to be sentenced next month. ...

FinPal integrates broking capabilities

JAMIE WILLIAMSON  |  MONDAY, 6 NOV 2017
... to deliver to increased efficiencies and cost savings sooner than anticipated." FinPal is a fully integrated financial planning software system helping financial advice businesses increase profitability, improve client engagement & satisfaction, enhance ...

Industry fund restructures, hires for member engagement

JAMIE WILLIAMSON  |  FRIDAY, 3 NOV 2017
A $14 billion superannuation fund consolidated its member support and financial planning teams, creating an executive officer, member engagement role to lead the new division. Equipsuper has brought all of its contact and advice teams under one umbrella ...

Centrepoint names interim chief executive

ALEX BURKE  |  FRIDAY, 3 NOV 2017
... more client-centric way of delivering advice. As a result, Centrepoint is now a trusted partner to around 500 financial planning firms," Fisher said.

FPA supports disadvantaged youths

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2017
The Financial Planning Association of Australia's philanthropic arm has awarded $133,000 in support of young disadvantaged Australians. This year alone, the Future2 Foundation has funded projects in financial literacy, skills training, work experience ...

AMP rolling out enhanced goals-based advice business

DARREN SNYDER  |  WEDNESDAY, 1 NOV 2017
... University as the winner of its annual University Challenge. Now in its seventh year, the challenge is a national financial planning competition for tertiary students that aims to identify promising new talent and promote high standards of education ...

Synchron hires new state manager from AMP

ALEX BURKE  |  TUESDAY, 31 OCT 2017
... for South Australia and the Northern Territory. Chris Regenass joins Synchron from AMP, where he was head of financial planning for the same region. He has held multiple positions at AMP and related entities, including as a state manager and practice ...

BEAR has 'teeth': Treasurer

KARREN VERGARA  |  MONDAY, 30 OCT 2017
... resolution to stressed companies, particularly if it's part of a large and complex group, he said. For the financial planning industry, Morrison said he is putting an end to the current system that allows some advisers to become qualified in providing ...

Forgery sees former NAB adviser sentenced

JAMIE WILLIAMSON  |  FRIDAY, 27 OCT 2017
... fined $1000 and forced to pay $223.30 in costs by the Melbourne Magistrates' Court for forging and submitting financial planning documents for his own personal gain. It was alleged that between 27 December 2012 and 1 March 2013 while working as an authorised ...